TRIAD FINANCIAL ADVISORS, INC. IVW Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s iShares S&P 500 Growth ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 552,859.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $37.83 Mil. This investment constitutes 13.59% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.12% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 6 purchases of IVW, at an average price of $70.01, for a total of 558,917.00 shares. In addition, there have been 1 sales at an average price of $70.77 for 6,058.00 shares. Based on historical transaction data and IVW's current price of $111.21, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his IVW holdings is $22.78 Mil, reflecting a 58.23% gain to date.
TRIAD FINANCIAL ADVISORS, INC. IVW ($111.21) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. IVW ($111.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
